06/15/2020
Today Arif Husain, New York Times The loss of income caused by the pandemic could increase the number of people suffering acute hunger to more than quarter a billion by December. |
Editors, American Institute for Economic Research As a site focused on economics, AIER would rather have stayed away from commentary on diseases and their mitigation. In normal times, we would have. The archives of AIER dating back to 1933 show that we had no comments on the polio epidemic (1948-1951), the Asian Flu (1957-59), the Hong Kong flu (1968-69), the Avian bird flu (2006), or the Swine flu pandemic of 2009, which was a strain most like 1918 and therefore, one might suppose, would have caused panic but did not. |
John Tamny, RCM Strategas's Jason Trennert has pointed out over the years that ADP, a payroll processing company, produces at no cost to the taxpayer an extraordinarily thorough accounting of U.S. employment... |
Market Minder, Fisher Investments No recovery is a straight line upâ?"for stocks or society's fight against COVID-19. |
Robert Baird, The New Yorker |
Howard Gold, MarketWatch Robinhood and day-trading newbies already are getting their comeuppance |
Nancy Tengler, USA Today A tip of the hat to my fellow Americans. You are a resilient bunch. These past months have been grueling, and our hearts go out to those who have lost loved ones, businesses and livelihoods. We will rebuild, of course, with time and determination. There is, however, a bit of good news. The American consumer is in surprisingly good shape, and investors should take note. |
Elliot Ganz & David Smith, RCM The COVID-19 pandemic has wreaked havoc on U.S. companies of all sizes. As businesses deplete their cash balances and funding options, experts are predicting a surge in bankruptcy filings. In... |
Michael Hiltzik, LAT State and local employment collapsed for the second month in a row, raising doubts about a national recovery |
Andrew Wilford, RCM By any measure, the May jobs report is excellent news. Despite Wall Street estimates that it would show a nearly 20 percent unemployment rate and more than 8 million more Americans out of a... |
Paul Katzeff, Investor's Business Daily Tick, tock! The new 2019 tax deadline for filing federal tax returns and paying your taxes is fast approaching. So why not learn some of the savvy moves that rich taxpayers learn from shrewd financial advisors? Those legit tricks help rich taxpayers cut their taxes. |
Jenny Wang, The Hill By complying with the Chinese government's political sensitivities at all costs, foreign companies that operate in China give aid to an authoritarian government that tightly controls what information its citizens can consume. |
Jerry Bowyer, Vident Financial |
Michael Keane, SSRN Many academics are advocating for the strict adherence to randomized controlled trials (RCTs) in order to find treatments for CoViD-19. The prevailing orthodoxy |
Brett Ryan, Deutsche Bank Group |
Chris Pope, Manhattan Institute Businesses are having a difficult time getting people back to work in part to unemployment benefits. |
Market Minder, Fisher Investments Economic reopeningsâ?"not policymakers' spending plansâ?"matter more to stocks, in our view. |
Liz Ann Sonders, Charles Schwab As expected, the Federal Reserve kept rates near zero, plans to keep them there until 2022, and established a floor under its large-scale asset purchases. |
Daniel Tenreiro, National Review Overly expansive public communications reinforce the view that the Fed micromanages the economy, and lead to unnecessary market volatility. |
Brett Arends, MarketWatch New regulations look like more risk than opportunity |
David Merkel, The Aleph Blog Investor, know thyself. |
Jamie Powell, FT Alphaville How did Davey Day Trader get into and out of this tiny stock? |
Howard Gold, MarketWatch Robinhood and day-trading newbies already are getting their comeuppance |
Isaac Arnsdorf, Pro Publica TeamHealth, a medical staffing firm owned by private-equity giant Blackstone, charges multiples more than the cost of ER care. All the money left over after covering costs goes to the company, not the doctors who treated the patients. |
Annie Nova, CNBC The stock market is doing relatively well considering that we're in a recession. But that won't help Americans hardest hit by the pandemic. |
Ben Hunt, Epsilon Theory The employment numbers aren't what they appear. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Christine Benz, Morningstar Hands-off investors are apt to find that it's time to rebalance not just to bonds from stocks but also to value from growth and to non-U.S from U.S. |
Scott Sumner, The Money Illusion Am I half right? |
David Merkel, The Aleph Blog Even with low inflation, money shrinks. Wages move with inflation, few assets do. There's no free lunch. |
Robby Soave, Reason The campus left was just getting started. |
Rajat Bhageria, TechCrunch Instead of Terminator or WALL-E or HAL 900 or R2-D2, all we got is Facebook serving us ads we don't want to click on, Netflix recommending us another movie that we probably shouldn't stay up to watch, and iRobot's Roomba. |
Jordan Valinsky, CNN Business The summer travel season, which was all but written off just weeks ago, seem to have some peeks of sunshine after all. |
Joseph Calhoun, RealClearMarkets Can you still call it crony capitalism if the crony is a foreign company? |
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